Altman, Greenfield & Selvaggi Partners 401(k) match, vesting and fees
What Altman, Greenfield & Selvaggi Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, LLC | 2023 Schedule C ↗ |
| Independent auditor | Withum Smith & Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Altman, Greenfield & Selvaggi Partners: employer contribution per participant | $2,694 | |
| Peer median | $2,521 |
| Altman, Greenfield & Selvaggi Partners: average balance | $98,695 | |
| Peer median | $75,833 |
| Altman, Greenfield & Selvaggi Partners: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.7M at the end of plan year 2021 to $16.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 167 | $16.4M | $447K | $2,694 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 159 | $15.8M | $603K | $3,794 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 128 | $13M | $464K | $4,335 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 131 | $15.7M | — | — | 0.17% | Not published | Form 5500 ↗ |
Other Altman, Greenfield & Selvaggi Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Altman, Greenfield & Selvaggi, LLP Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Altman, Greenfield & Selvaggi Partners match 401(k) contributions?
The match terms for the Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $447K in employer contributions, about $2,694 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Altman, Greenfield & Selvaggi Partners 401(k) match vested?
The vesting schedule for the Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Altman, Greenfield & Selvaggi Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Sentinel Benefits Group, LLC. The plan administrator is Altman, Greenfield & Selvaggi Partners, LLC.
I left Altman, Greenfield & Selvaggi Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Altman, Greenfield & Selvaggi Partners, LLC, (212) 768-4500) or the recordkeeper, Sentinel Benefits Group, LLC. The Altman, Greenfield & Selvaggi Partners old 401(k) page lists the contacts from every plan filing. Find an old Altman, Greenfield & Selvaggi Partners 401(k)
Data from the public Form 5500 annual reports Altman, Greenfield & Selvaggi Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Altman, Greenfield & Selvaggi Partners. Not financial advice. Report a correction · Methodology